Connect Wealthbox CRM to Planview Leankit
Workload lets you integrate Wealthbox CRM with Planview Leankit in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Wealthbox CRM...
Then do this action in Planview Leankit!
How to Integrate Wealthbox CRM and Planview Leankit
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1. Authenticate your Wealthbox CRM and Planview Leankit accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Wealthbox CRM and Planview Leankit Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Wealthbox CRM + Planview Leankit Integrations
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Related CategoriesCRM (Customer Relationship Management)
Similar Wealthbox CRM Apps
Yes! Wealthbox CRM and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Wealthbox CRM through it’s OAuth2.0 connection.
Prices for Wealthbox CRM vary according to usage. For the most accurate pricing, visit https://wealthbox.com/pricing for more details.
About Planview Leankit
Push new Cards, Card moves, and Card updates to your instance of Planview LeanKit.
Related CategoriesProject Management
Similar Planview Leankit Apps
Yes! Planview Leankit and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Planview Leankit through it’s OAuth2.0 connection.
Prices for Planview Leankit vary according to usage. For the most accurate pricing, visit https://planview-leankit.com/pricing for more details.